Anic Equity¶
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Total return since start: 0.569 %¶
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Equity now: -----------------------------> 47915.29 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46520.34 Kr¶
PnL: ---------------------------------------> -368.23 Kr¶
DD now: ---------------------------------> -1.469 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-23 17:07:56.341571'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 2.150000 | 3213.600000 | 242.600000 | 8.170000 | 2971.000006 |
| HEBA B | 70 | 2.030000 | 2810.500000 | 174.500000 | 6.620000 | 2636.000010 |
| Corem Property Group B | 59 | 3.460000 | 634.840000 | 57.840000 | 10.020000 | 576.999999 |
| AcadeMedia | 12 | 1.640000 | 603.000000 | 46.000000 | 8.260000 | 557.000004 |
| HMS Networks | 2 | 4.910000 | 718.400000 | 45.400000 | 6.750000 | 673.000000 |
| MedCap | 2 | 4.270000 | 464.000000 | 43.000000 | 10.210000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 4.280000 | 396.900000 | 41.900000 | 11.800000 | 355.000000 |
| FM Mattsson Mora Group B | 50 | -0.340000 | 2965.000000 | 38.000000 | 1.300000 | 2927.000000 |
| Boozt | 12 | 0.210000 | 1689.600000 | 35.600000 | 2.150000 | 1653.999996 |
| Resurs Holding | 22 | 0.330000 | 603.020000 | 29.020000 | 5.060000 | 573.999998 |
| Norva24 Group | 16 | 0.570000 | 563.200000 | 20.200000 | 3.720000 | 543.000000 |
| SAAB B | 8 | -1.260000 | 3396.800000 | 19.800000 | 0.590000 | 3377.000000 |
| OEM International B | 7 | 0.130000 | 546.700000 | 18.700000 | 3.540000 | 527.999997 |
| Intrum | 4 | 1.790000 | 545.600000 | 18.600000 | 3.530000 | 527.000000 |
| Eastnine | 4 | 0.000000 | 508.800000 | 17.800000 | 3.630000 | 491.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 1.670000 | 576.450000 | 14.450000 | 2.570000 | 562.000005 |
| Coor Service Management Hold. | 8 | 2.020000 | 546.000000 | 14.000000 | 2.630000 | 532.000000 |
| Securitas B | 6 | 2.790000 | 579.720000 | 9.720000 | 1.710000 | 570.000000 |
| Karnov Group | 9 | 0.330000 | 542.700000 | 6.700000 | 1.250000 | 536.000004 |
| CTEK | 13 | 1.790000 | 539.500000 | 5.500000 | 1.030000 | 533.999999 |
| Swedbank A | 3 | 0.320000 | 569.100000 | 5.100000 | 0.900000 | 564.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 3.290000 | 248.880000 | 2.880000 | 1.170000 | 246.000000 |
| Handelsbanken A | 5 | 0.230000 | 545.250000 | -0.750000 | -0.140000 | 546.000000 |
| Creaspac SPAC | 6 | -0.310000 | 576.000000 | -1.000000 | -0.170000 | 577.000002 |
| Nordea Bank Abp | 29 | 0.000000 | 3448.680000 | -5.320000 | -0.150000 | 3453.999992 |
| Midsona B | 63 | 2.470000 | 573.930000 | -9.070000 | -1.560000 | 582.999984 |
| Essity B | 2 | -2.250000 | 564.400000 | -9.600000 | -1.670000 | 574.000000 |
| International Petroleum Corp. | 5 | 4.840000 | 574.500000 | -20.070000 | -3.380000 | 594.565215 |
| Essity A | 4 | -1.910000 | 1128.000000 | -21.000000 | -1.830000 | 1149.000000 |
| Sampo Oyj SDB | 7 | -1.090000 | 3801.000000 | -49.000000 | -1.270000 | 3850.000000 |
| Vivesto | 1368 | -0.690000 | 552.670000 | -60.330000 | -9.840000 | 612.999432 |
| Axfood | 13 | -0.280000 | 3650.400000 | -105.600000 | -2.810000 | 3756.000001 |
| OX2 | 18 | -0.750000 | 1438.200000 | -225.800000 | -13.570000 | 1663.999992 |
| Fasadgruppen Group | 35 | 0.200000 | 3493.000000 | -318.000000 | -8.340000 | 3810.999990 |
| Ovzon | 52 | 1.080000 | 2912.000000 | -450.000000 | -13.380000 | 3361.999992 |
| TOTAL | 46520.340000 | -368.230000 | -1.46947% | 46888.564618 |
Updated:¶
'2023-01-23 17:08:09.052242'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
